A Global Market Shake-Up: Why Rozencwajg Says Real Assets Are the Future

Is a new commodities supercycle already underway? According to Adam Rozencwajg, Managing Partner at Goehring & Rozencwajg, the answer is a resounding yes—and the implications could be massive for investors.

In a wide-ranging interview with Kitco News, Rozencwajg outlines why he believes a major rotation into real assets has already begun, setting the stage for significant gains in commodities like uranium, gold, platinum, oil, and natural gas by 2030.

With U.S. GDP contracting, Trump-era tariffs making a comeback, China launching yuan-based pricing mechanisms for gold and oil, and a renewed nuclear energy push in the U.S., Rozencwajg breaks down how these developments are shaping the future of global trade and resource demand.

This interview is packed with actionable insights and bold predictions. Rozencwajg discusses:

• Why we may already be in the early stages of a new commodities bull market
• The inflationary impact of revived Trump tariffs
• How China’s yuan-based pricing strategy could reshape gold markets
• Uranium’s bullish outlook driven by next-gen nuclear technology and SMRs (small modular reactors)
• A contrarian take on platinum and palladium
• Whether U.S. shale oil and gas production has already peaked
• A potential sector rotation away from tech and into hard assets
• What he’s buying right now

Rozencwajg also highlights a potential structural supply crunch in uranium and PGMs, the underestimated demand for hybrid vehicles, and how nuclear energy could even help address America’s growing debt crisis.

Don’t miss this deep-dive macro outlook. Click the image below to watch the interview.  

Curious to learn more?  Read more in our Q1 2025 research newsletter, available for download below.

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